BA
Bard Associates Portfolio holdings
AUM
$311M
1-Year Return
62.85%
This Quarter Return
+2.24%
1 Year Return
+62.85%
3 Year Return
+144.99%
5 Year Return
+379.64%
10 Year Return
+915.58%
AUM
$236M
AUM Growth
-$3.92M
(-1.6%)
Cap. Flow
-$3.94M
Cap. Flow
% of AUM
-1.67%
Top 10 Holdings %
Top 10 Hldgs %
19.68%
Holding
191
New
5
Increased
24
Reduced
101
Closed
6
Top Buys
| 1 |
SHSP
SharpSpring, Inc.
SHSP
|
$1.35M |
| 2 |
Teva Pharmaceuticals
TEVA
|
$209K |
| 3 |
SL Green Realty
SLG
|
$206K |
| 4 |
GST.PRA
Gastar Exploration, Inc. 8.625% Series A Cumulative Preferred Stock
GST.PRA
|
$36.7K |
| 5 |
Royal Gold
RGLD
|
$34.4K |
Top Sells
Sector Composition
| 1 | Technology | 12.85% |
| 2 | Energy | 12.16% |
| 3 | Industrials | 11.87% |
| 4 | Real Estate | 10.46% |
| 5 | Materials | 10.36% |
